INSTRUMENTAL WEALTH, LLC's ownership history for WFC
INSTRUMENTAL WEALTH, LLC currently holds 2.6K shares with a market value of $226.6K. It started holding WFC on 2024-12-31. At its peak, it held 3.0K shares on 2024-12-31. Its highest holding value was $233.5K on 2024-12-31. At its lowest, it held 2.6K shares on 2025-09-30, with a value of $206.6K on 2025-03-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has decreased its shares by 377.
INSTRUMENTAL WEALTH, LLC's ownership history for WFC